What Is Automation in Business? Automation means using tools or software to complete tasks without you needing to do them manually every time. Think of it like setting your coffee machine to start brewing in the morning. You do the work once, and it takes care of the rest.

In business, automation can help with:

• Sending emails

• Collecting customer info

• Following up on sales

• Reminding people about offers

1. Automating Your Email List Growth An email list is one of the most valuable tools you can have - it’s your direct line to your audience.

Here’s how automation helps:

• Lead Magnets: Create a free download (like a guide or checklist). When someone signs up to get it, their email is automatically added to your list.

• Signup Forms: Embed a form on your website or landing page. Tools like MailerLite, Mailchimp, or ConvertKit will add them to your list and send out a welcome email.

• Tagging & Segmentation: Automatically group people based on what they signed up for so you can send the right emails to the right people.

You only set it up once - after that, your list builds itself.

2. Using Automation to Upsell or Cross-Sell Once someone buys from you, that’s the perfect time to suggest something else they might like.

Here’s how automation helps:

• Thank You Emails: After a purchase, send an automated thank-you note and suggest a related product or service.

• Follow-Up Sequences: A few days later, send another email checking in and highlighting a bundle or upgrade.

• Abandoned Cart Reminders: If someone adds something to their cart but doesn’t check out, an email reminder can bring them back.

All of this can be done with tools like Shopify, WooCommerce, or your email marketing software.

• Real-World Example Let’s say you sell handmade candles. Someone downloads your free “Scented Candle Care Guide” from your website. They’re automatically added to your email list and receive a thank-you message.

• A few days later, they get an email about your bestsellers - and a discount code. A week after that, you send a reminder that your limited-edition scents are almost sold out. All automated. All working in the background while you focus on making candles.

Final Thoughts Automation doesn’t mean impersonal. In fact, it helps you connect with more people in meaningful ways, without working 24/7. Whether you want to grow your list, sell more, or simply save time, the right systems can make a big difference.

Not sure where to start? I’d love to help you set up simple automations that actually work - for your business and your customers

Written by Danielle at Marshall Admin Services – Making tech simple, useful, and less scary.
21st May 2025